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Procore (en-GB)

What are the default project permissions templates in Procore?

Answer

Each company account in Procore is given a different set of default project permissions templates depending on the company's client type. These permissions templates are global permissions templates, meaning they can be assigned to any user on any project.

The table below includes a list of client types and the names of the default project permissions templates given to companies with those client types.

Note: Templates labelled "Internal" indicate that we recommend that you assign them to your company's employees. Templates labelled "External" indicate that we recommend that you assign them to collaborators who are not your company's employees.

Client Type Default Project Permissions Templates
Architect Architect/Engineer - Internal
Consultant - External
Main Contractor - External
Main Contractor - Site Manager
Owner/Client - External
Subcontractor/Vendor - External
Main Contractor Architect/Engineer - External
Foreman/Site Manager - Internal
Owner/Client - External
Project Manager - Internal
Subcontractor - External
Owner/Client Architect/Engineer - External
Foreman/Site Manager - External
Project Manager - External
Project Manager - Internal
Subcontractor/Vendor - External
Subcontractor Architect/Engineer - External
Foreman/Site Manager - Internal
GC - External
Project Manager - Internal
Subcontractor/Vendor - External

These default project permissions templates cannot be deleted, but they can be modified in the company's Permissions tool. See Edit a Project Permissions Template. Additional project permissions templates can also be created in the company's Permissions tool or created in the Project level Directory tool. See Create a Project Permissions Template and Create a Project Specific Permissions Template from the Project Directory.

See Also